Perpetual Investment Management’s Wolfspeed WOLF Stock Holding History

Perpetual Investment Management’s Portfolio WOLF Stock Details WOLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$1.02M	Buy	14,708 +3,000	+26%	+$266K	0.12%	105
2022 Q3	$1.21M	Sell	11,708 -7,922	-40%	-$759K	0.18%	87
2022 Q2	$1.25M	Sell	19,630 -7,473	-28%	-$621K	0.18%	104
2022 Q1	$3.09M	Sell	27,103 -11,209	-29%	-$1.13M	0.39%	67
2021 Q4	$4.28M	Hold	38,312	–	–	0.49%	59
2021 Q3	$3.09M	Buy	38,312 +10,992	+40%	+$976K	0.39%	81
2021 Q2	$2.67M	Buy	+27,320	New	+$2.76M	0.38%	82

Other funds holding WOLF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Perpetual Investment Management's WOLF Position: Q4 2022 in Review

Perpetual Investment Management increased its Wolfspeed (WOLF) stake by 26% in Q4 2022, buying an estimated $266K and bringing the position to 14,708 shares worth $1.02M. The position accounts for 0.12% of the portfolio, ranked #105.

Perpetual Investment Management first reported a position in WOLF in Q2 2021 and has held it in 7 quarters since. The position peaked at $4.28M in Q4 2021. 496 funds tracked by Wall St. Rank hold WOLF as of Q4 2022.

Perpetual Investment Management held 14,708 shares of Wolfspeed worth $1.02M as of Q4 2022.
Perpetual Investment Management bought 3,000 Wolfspeed shares in Q4 2022, an estimated $266K.
Wolfspeed made up 0.12% of Perpetual Investment Management's portfolio in Q4 2022, its #105 holding.
Perpetual Investment Management first reported a position in Wolfspeed in Q2 2021 and has held it in 7 quarters since.
Perpetual Investment Management's Wolfspeed position peaked at $4.28M in Q4 2021.
496 funds tracked by Wall St. Rank held Wolfspeed as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.